DIVERSIFY WEALTH MANAGEMENT, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2030780
SANDY, UT
Position in UAL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$592,372
+$191,039 QoQ
Shares Held
4,356
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#569
of 1,069 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $5,576,700 across 6 Airlines names. UAL ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLRS |
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
|
212,240 | $1,988,688 | |
| 2 | CPA |
Copa Holdings, S.A.
|
8,716 | $1,355,948 | |
| 3 | LUV |
Southwest Airlines Co
|
17,696 | $909,928 | |
| 4 | UAL |
United Airlines Holdings, Inc.
This page
|
4,356 | $592,372 | |
| 5 | DAL |
Delta Air Lines, Inc.
|
5,092 | $476,916 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
3,905 | $252,848 |
All Filings in UAL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,372 | 4,356 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $401,333 | 4,359 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||